See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,416 | $109,817+165.4% | $98,442+196.0% | $167,490+74.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 13.16% | 1956.69%-1943.5pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $11,409 | $3,224+253.9% | $2,960+285.5% | $4,837+135.8% |
| Participant deferral / active EE | $12,463 | $4,673+166.7% | $4,276+191.4% | $6,341+96.5% |
| Admin fee / account holder | $24,001 | $6,753+255.4% | $5,949+303.4% | $12,309+95.0% |